Life is full of happenings. We meet that special someone to build a life with, we find comfortable places to relax and rejuvenate ourselves, and we bring new members into our home. Life happens.
Along the way we work hard to keep ourselves and our loved ones safe. We change jobs, educate our children and cope with medical crises. We act responsibly to uphold our lifestyle and protect our investments. We plan ahead to preserve our wealth and secure our future. Life happens.
Professional Planning Services is dedicated to helping you when life happens. We provide education and guidance to identify your objectives, devise strategies and make sound decisions to achieve them. With our help you can:
Safely cover your annuity and insurance needs
Responsibly pay taxes to safeguard your lifestyle
Educate your children while preserving your wealth
Secure and protect your retirement income
Plan and conserve your estate for your loved ones
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We want to understand your financial situation to provide you with the highest quality information, service, and products so you can reach your goals with confidence and self-assurance.
Let us show you how we can help you pursue and achieve your financial goals!
Chris went beyond the call of duty and organized a teleconference which included industry leaders to support his claims. Clearly, Chris gained my trust which therefore led to him becoming my life insurance agent. As a young physician starting a family, these financial instruments are extremely vital, but it becomes so difficult to decide who to use as your insurance agent as they all bombard young prey like myself. However, Chris Lester clearly distinguished himself from the rest of the pack.
Dr. Ajay Bhatnagar
I have owned a successful Dental Lab for over thirty years. My wife and I are both still working because we enjoy it, but being at an age when we are taking required minimum distributions, it has been extremely important for us to know Chris is there to help us navigate our future. He has done my companies' health insurance, retirement plans and strategies for myself and Anne, long term care insurance for us both, and even helped us with our CPA and looking for buyers for the sale of our business. Chris' expertise has been very welcome in making sure we were taking full advantage of strategies available in the marketplace.
Point Pleasant, NJ
Chris, it is my pleasure to let everyone know what a professional you and your company have been for our company over the years. If I call, you and your staff respond promptly and have always made our employee benefit offerings so much easier to deal with. Thank you for all your years of help.
Chris came up with the same disturbing conclusion we had, which was that both my wife and I would run out of money based on our desired lifestyle after retirement. Chris then showed me a solution that made perfect sense; by optimizing my home and qualified plans we would actually have more than enough to reach our financial goals. Chris has been very helpful and extremely knowledgeable in this area when I was having difficulty finding anyone who could explain my circumstances as they applied to us.
New Milford, CT